Is Your Sales Team Leading the Charge or Dragging Behind? How to Use Salesforce Sales Cloud and Be a Top Performer

If you’re a salesperson, you know that the name of the game is to close more deals than anyone else. But you also know this isn’t as easy as it sounds. You’re probably working with a team of people working together to close those deals, but what if they’re not doing their part? What if they’re not pulling their weight? What if they’re dragging you down and keeping you from being at the top of your game? In this blog post, we’ll explore some of the best ways to use Salesforce Sales Cloud and make sure that your sales team is leading the charge instead of dragging behind.

Salesforce Sales Cloud can help you and your team win more business.

Have you ever wondered why your sales team is struggling to keep up with your customers and their changing needs? Or maybe you’re wondering why, no matter how hard you try, your sales team can’t seem to get ahead.

The answer may be as simple as having the right tools and processes.

Several features will help your team perform better when it comes to using Salesforce. Salesforce Sales Cloud can help you and your team win more business. It’s one of the most powerful tools for companies, large and small. If you’re using it to its full potential, you’ll be able to identify your top prospects, keep track of your leads, and close more sales faster than ever! But if you don’t have access to Salesforce, you’re missing out on a powerful tool for increasing your sales performance.

Salesforce provides an effective platform for managing your team’s activities, but it’s up to you to know how to use it effectively.

One of the most important aspects of being a sales leader is knowing how to use your company’s platform. Salesforce provides several tools you can use to manage your team’s activities, but it’s up to you to know how to use them effectively.

Let’s look at a few ways you can use Salesforce to remain on top of your sales game:

  • Know Your Goals. Before you start using Salesforce, decide what your goals are. Are you trying to increase sales efficiency? Improve customer satisfaction ratings? Or maybe even boost employee engagement? Whatever your goals, make sure they’re clearly defined before getting started (and make sure everyone knows them!). This will ensure that everyone is working toward the same goal—and that no one gets left behind!
  • Identify your team’s strengths and weaknesses. Do they have all the skills they need to succeed? Are there any areas where their skills could be improved? This will help you determine where to focus your efforts when learning how to use Salesforce.
  • Know what data is essential for your industry or market segment—and how much is enough! If you’re selling widgets, then knowing which widget brands sell best in your area might be critical—but if you’re selling technology solutions, then knowing which technologies are popular among local businesses might be more important than knowing which exact products are selling best at any given time. Understanding what information is available and how much of it matters can help guide your decision about what features are worth purchasing from Salesforce (or another vendor).

Here are effective ways to use Salesforce and be a top performer:

  1. Create an effective pipeline

A big part of what salespeople do is build relationships with potential clients, which means they have to have a pipeline of leads they’re working on at any given time. This helps them stay organized so they don’t miss any opportunities or lose track of their progress toward their goals.

  1. Use triggers and alerts to stay on top of everything

This will help ensure that nothing falls through the cracks and puts unnecessary stress on your team members who may already feel overwhelmed by other responsibilities like managing their own calendars or responding to emails from customers who want answers right away even though those answers might not come until tomorrow at some point during business hours when they’re available again so they can respond after hours instead.

  1. Set Up Lead Qualification Rules

Lead qualification rules specify what qualifies someone as a lead or contact in Salesforce. This will allow you to set up triggers if someone doesn’t meet those qualifications. For example, if they don’t meet certain criteria for lead status (like having spent at least $5k per year), then trigger an email alerting someone in the company (like a sales manager) who can reach out and follow up with them directly. 

  1. Keep track of your team’s performance with dashboards and reports. 

Salesforce provides easy-to-use dashboards that allow you to see how each member is doing in their sales goals, so you can figure out where they need help and provide them with resources (like training) when necessary.

  1. Create a list of contacts who haven’t responded yet. 

If a client doesn’t respond within a certain period after being contacted by one of your employees, add them to this list so that another employee can follow up with them later on down the line if needed.

  1. Use sales cloud features like Forecasting Reports and Forecast Optimization to compare forecasts against actual results. Then, make adjustments before your end-of-quarter report, so everyone looks good!

Questions that can help guide your decision-making process:

1.) What are my team members’ current challenges with using Salesforce? Where are they having trouble? What do they need help with?

2.) Are there any specific things about Salesforce that we could change to make our lives easier or more efficient? Do we need training on something like custom fields or dashboards? Or maybe there’s something else entirely we could try!

3.) Is there anything else I should consider while figuring out how to use Salesforce and be a top performer?

If you want to be at the top of your game, here are some tips for improving performance with Salesforce:

1) Make sure everyone in your team has access to accounts and understands how to use them. With one centralized platform, you can keep track of every aspect of the sales cycle and ensure each person knows exactly what they need to do at every step.

2) Give each member of your team clear goals and expectations at the beginning of every quarter so they know what they need to accomplish over three months (or however long that period may be). This will help them focus on important tasks while avoiding distractions (which could hurt productivity).

3) Make sure you’re updating everyone on their progress regularly, so they don’t feel lost or overwhelmed by all the information at once!

4) Set goals for yourself. When using Salesforce, make sure each team member has a goal they want to achieve within a certain timeframe. This will give them something tangible they can work towards while also helping them understand what results they need to produce for the company as a whole (and their department) to succeed.

So how do you ensure you’re leading the charge and not dragging behind?

One of the easiest ways to stay ahead of the curve is by using Salesforce Sales Cloud. It’s an app that helps you track your leads, manage your pipeline, and track what’s happening with each deal at any given time.

But how does it help your sales team? Well, by giving you a better understanding of what’s happening in each deal and allowing you to see where your resources need to be allocated. When someone comes across a new opportunity or challenges arise, they can be sure they have all the necessary information to decide how best to move forward.

Salesforce is a fantastic tool to help any team get more organized and execute better. But it’s not enough just to install Salesforce—you need to use it properly and see results, or else it won’t work for you.

You may also need to consider getting a Salesforce implementation partner. These experts can help you navigate the complex process of implementing Salesforce Sales Cloud and will be able to provide recommendations on how best to utilize the tool for your business.


When used correctly, Salesforce helps ensure everyone knows what they should be doing at any moment in the sales cycle. It gives everyone visibility into how many leads are in each stage of the sales funnel—whether they’re hot leads or cold ones; whether a rep has contacted them or not; whether they’ve responded positively or negatively; etcetera—and makes it easy for reps to see exactly where each lead stands in terms of their interest level and the likelihood of conversion into a paying customer down the line.

Looking for a Salesforce expert to implement, update or support your team? eClouds delivers high-quality implementations that are affordable and customized to meet your needs. With 16 years of experience and 3,000+ implementation projects under our belt, we’re ready to save you some valuable time.

In fact, eClouds was rated 4.9 out of 5 in customer satisfaction based on reviews by Salesforce Community members and feedback gathered in project satisfaction surveys.

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